Butensky & Cohen Financial Security’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.52M Sell
90,260
-1,186
-1% -$72.5K 1.64% 18
2025
Q1
$5.45M Sell
91,446
-423
-0.5% -$25.2K 1.67% 14
2024
Q4
$5.21M Buy
91,869
+206
+0.2% +$11.7K 1.64% 16
2024
Q3
$5.95M Sell
91,663
-5,561
-6% -$361K 1.77% 5
2024
Q2
$5.35M Sell
97,224
-178
-0.2% -$9.79K 1.7% 11
2024
Q1
$4.89M Buy
97,402
+726
+0.8% +$36.4K 1.52% 25
2023
Q4
$4.69M Buy
96,676
+202
+0.2% +$9.79K 1.56% 18
2023
Q3
$4.77M Buy
96,474
+4,410
+5% +$218K 1.73% 5
2023
Q2
$4.8M Sell
92,064
-6,758
-7% -$352K 1.73% 6
2023
Q1
$5.13M Sell
98,822
-722
-0.7% -$37.5K 1.85% 1
2022
Q4
$5.01M Buy
99,544
+3,360
+3% +$169K 1.85% 3
2022
Q3
$4.22M Buy
96,184
+11,730
+14% +$514K 1.75% 5
2022
Q2
$3.87M Buy
84,454
+20,395
+32% +$935K 1.58% 14
2022
Q1
$2.92M Buy
+64,059
New +$2.92M 1.03% 58